Morgan Stanley Incresed Positions in Q3 2025

Morgan Stanley

  • $1.59 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VDE
Vanguard Energy ETF

ETFs
19.7K
+ 1.23%
$118.37 - $129.65 $2.33M - $2.55M
1.61M $203M
DBEU
Xtrackers Msci Europe Hedged E

ETFs
174K
+ 6.62%
$43.76 - $46.12 $7.62M - $8.03M
2.8M $129M
SCHX
Schwab Strategic Tr Us Large C

ETFs
96.2K
+ 1.72%
$24.46 - $26.5 $2.35M - $2.55M
5.7M $150M
RNR
Renaissancere Holdings LTD

Financial Services
33.3K
+ 7.8%
$231.95 - $253.93 $7.72M - $8.46M
460K $117M
AVDV
American Centy ETF Tr Avantis

ETFs
75.2K
+ 11.45%
$79.24 - $89.03 $5.96M - $6.7M
732K $65.2M
TKR
Timken CO

Industrials
139K
+ 14.29%
$73.5 - $81.69 $10.2M - $11.4M
1.11M $83.8M
VPN
Global X Fds Data Ctr Reits &

ETFs
818K
+ 149.08%
N/A
1.37M $21.8M
FNDX
Schwab Fundamental U S Large C

ETFs
177K
+ 3.76%
$24.38 - $26.34 $4.33M - $4.67M
4.9M $129M
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
227K
+ 54.49%
$35.21 - $46.94 $7.99M - $10.7M
644K $27.7M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
261K
+ 14.3%
$29.27 - $32.3 $7.65M - $8.44M
2.09M $67.4M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
236K
+ 73.01%
$32.78 - $42.61 $7.75M - $10.1M
560K $23.5M
AMN
Amn Healthcare Services Inc

Healthcare
722K
+ 87.42%
$16.49 - $22.1 $11.9M - $16M
1.55M $30M
IYF
Ishares Tr

ETFs
33.5K
+ 2.21%
$119.89 - $127.16 $4.02M - $4.26M
1.55M $196M
AIT
Applied Industrial Technologies Inc

Industrials
12.5K
+ 3.73%
$242.14 - $275.72 $3.02M - $3.44M
346K $90.4M
PBW
Invesco Exchange Traded Fd Tr

ETFs
211K
+ 28.26%
$20.09 - $29.42 $4.25M - $6.22M
959K $27.7M
SJNK
Spdr Bloomberg Short Term High

ETFs
489K
+ 23.34%
$25.28 - $25.63 $12.4M - $12.5M
2.58M $66.1M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
283K
+ 9.42%
$42.75 - $43.37 $12.1M - $12.3M
3.29M $143M
ESI
Element Solutions Inc

Basic Materials
306K
+ 15.32%
$23.13 - $26.99 $7.09M - $8.27M
2.31M $58M
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
435K
+ 63.69%
$21.49 - $24.47 $9.35M - $10.6M
1.12M $27.4M
BTG
B2 Gold Corp

Basic Materials
152K
+ 1.71%
$3.32 - $4.96 $504K - $754K
9.03M $44.7M
NEAR
Blackrock Short Maturity Bond

ETFs
236K
+ 7.45%
$50.8 - $51.32 $12M - $12.1M
3.4M $174M
ORI
Old Republic International Corp

Financial Services
52.5K
+ 2.03%
$35.74 - $42.47 $1.87M - $2.23M
2.63M $112M
SBLK
Star Bulk Carriers Corp.

Industrials
642K
+ 126.59%
$17.38 - $19.87 $11.2M - $12.8M
1.15M $21.4M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
188K
+ 9.03%
$39.42 - $42.19 $7.41M - $7.93M
2.27M $95.3M
IPKW
Invesco ETF Tr Ii Internationa

ETFs
220K
+ 92.14%
$48.35 - $53.13 $10.6M - $11.7M
459K $24.2M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
475K
+ 2.02%
$8.55 - $9.1 $4.06M - $4.32M
24M $218M
GRFS
Grifols Sa

Healthcare
1.08M
+ 56.39%
$8.87 - $10.85 $9.57M - $11.7M
2.99M $29.8M
LEVI
Levi Strauss & CO

Consumer Cyclical
267K
+ 20.48%
$18.87 - $23.3 $5.04M - $6.23M
1.57M $36.6M
TDS
Telephone & Data Systems Inc

Communication Services
137K
+ 7.1%
$35.43 - $40.72 $4.87M - $5.59M
2.07M $81.3M
IDYA
Ideaya Biosciences, Inc.

Healthcare
127K
+ 8.74%
$21.12 - $27.21 $2.68M - $3.46M
1.58M $43M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
701K
+ 7.4%
$10.62 - $11.43 $7.45M - $8.02M
10.2M $116M
CWK
Cushman & Wakefield PLC

Real Estate
69.1K
+ 2.97%
$11.09 - $16.87 $766K - $1.17M
2.39M $38.1M
GROY
Gold Royalty Corp.

Basic Materials
1.78M
+ 53.92%
$2.26 - $3.88 $4.03M - $6.91M
5.09M $19.6M
BPOP
Popular, Inc.

Financial Services
34.8K
+ 7.43%
$111.3 - $128.04 $3.88M - $4.46M
503K $63.9M
SGOL
Abrdn Gold ETF Trust

ETFs
17.8K
+ 0.82%
$31.18 - $36.81 $554K - $654K
2.2M $80.8M
AZZ
Azz Inc

Industrials
16.7K
+ 2.38%
$96.74 - $119.54 $1.62M - $2M
720K $78.6M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
461K
+ 31.03%
$11.93 - $21.97 $5.5M - $10.1M
1.95M $37.5M
PAA
Plains All American Pipeline LP

Energy
1.15M
+ 19.42%
$16.88 - $18.93 $19.3M - $21.7M
7.05M $120M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
560K
+ 7.57%
$20.41 - $20.67 $11.4M - $11.6M
7.96M $164M
TAP
Molson Coors Beverage CO

Consumer Defensive
464K
+ 14.79%
$44.09 - $52.81 $20.4M - $24.5M
3.6M $163M
ALKT
Alkami Technology, Inc.

Technology
611K
+ 101.74%
$20.12 - $30.64 $12.3M - $18.7M
1.21M $30.1M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
35.2K
+ 1.71%
$42.88 - $49.1 $1.51M - $1.73M
2.09M $101M
ITRI
Itron, Inc.

Technology
137K
+ 19.23%
$117.47 - $138.42 $16M - $18.9M
847K $105M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
89.9K
+ 4.23%
$65.91 - $70.63 $5.93M - $6.35M
2.22M $155M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
117K
+ 21.77%
$82.58 - $90.36 $9.68M - $10.6M
656K $59.2M
FLJP
Franklin Templeton ETF Tr

ETFs
32.9K
+ 0.74%
$30.82 - $35.17 $1.02M - $1.16M
4.47M $155M
ARKQ
Ark Autonomous Technology & Ro

ETFs
23.3K
+ 5.67%
$86.2 - $111.56 $2.01M - $2.6M
435K $48.5M
PHG
Koninklijke Philips Nv

Healthcare
142K
+ 5.88%
$23.84 - $28.62 $3.39M - $4.07M
2.56M $69.8M
SCI
Service Corp International

Consumer Cyclical
67.5K
+ 1.99%
$75.63 - $83.25 $5.1M - $5.62M
3.46M $288M
Activity Summary
Buys All Purchases 4000 New Holdings 483 Increased Positions 3517 Sells All Sells 3402 Reductions 3402 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Morgan Stanley Portfolio

Follow Morgan Stanley and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morgan Stanley, based on Form 13F filings with the SEC.

News

Stay updated on Morgan Stanley with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email